EIA
Edgemoor Investment Advisors Portfolio holdings
AUM
$1.16B
This Quarter Return
+3.08%
1 Year Return
+18.56%
3 Year Return
+82.25%
5 Year Return
+144.57%
10 Year Return
+300.58%
AUM
$564M
AUM Growth
–
Cap. Flow
+$564M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$21.7M |
| 2 |
Novartis
NVS
|
$18M |
| 3 |
Lowe's Companies
LOW
|
$17.7M |
| 4 |
Johnson & Johnson
JNJ
|
$15.8M |
| 5 |
Exxon Mobil
XOM
|
$15.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.67% |
| 2 | Energy | 14.4% |
| 3 | Healthcare | 12.88% |
| 4 | Technology | 11.01% |
| 5 | Industrials | 10.07% |
